Wealth Management Services

We at SFG are a full service investment management firm. We like to think of ourselves as your “One-Stop-Shop” for most things finance.

Have a retirement plan at work? We can review the performance with you and together make changes to fit your dreams. Need help figuring out how to save more in your day-to-day life? We can go over your expenditures with you and perhaps find ways to help you add more to your rainy day jar. Would you prefer to give a professional the ability to manage your investments and give you updates regularly or periodically? We can work with you on picking appropriate investment portfolios suited to your needs and review their performance on an ongoing basis. Have questions on ways to pass on your hard earned wealth? We can recommend counsel on legal matters that may give you a sense of comfort when thinking about how to leave a legacy.

We are a family owned and family operated business that prides itself in taking care of the people we work with and facing life’s many challenges together.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Brian Stokes is a registered principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Stokes Financial Group and IFG are not affiliated.

Licensed to sell securities in the following states: AZ, CA, MI, MA, NV, and WA

Licensed to sell insurance products in the following states: AZ, CA and NV

CA Insurance Lic # 0831591

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